ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,927 | -15.7% | 4,043 | -13.1% | 0.33% | -30.3% |
| Q2 2023 | $738,097 | +4.7% | 4,655 | -8.3% | 0.48% | -0.4% |
| Q1 2023 | $705,082 | +10.5% | 5,075 | -4.2% | 0.48% | +26.6% |
| Q4 2022 | $638,338 | -84.1% | 5,296 | -84.2% | 0.38% | -82.8% |
| Q3 2022 | $4,017,000 | +12.3% | 33,619 | +17.7% | 2.20% | +20.2% |
| Q2 2022 | $3,578,000 | -25.0% | 28,566 | -4.9% | 1.83% | -6.3% |
| Q1 2022 | $4,771,000 | +10.9% | 30,047 | +21.1% | 1.96% | +11.8% |
| Q4 2021 | $4,301,000 | +3.6% | 24,811 | -8.7% | 1.75% | -1.1% |
| Q3 2021 | $4,151,000 | -1.9% | 27,188 | -3.2% | 1.77% | -2.5% |
| Q2 2021 | $4,231,000 | +25.5% | 28,091 | +10.9% | 1.82% | +2.7% |
| Q1 2021 | $3,370,000 | 0.0% | 25,330 | 0.0% | 1.77% | 0.0% |
| Q4 2020 | $3,370,000 | – | 25,330 | – | 1.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |